Sunpointe, LLC More: the full row for Sunpointe, LLC 13,829 $702K 0.23% -173 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 13,608 $688K 0.07% -26,813 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 13,509 $683K 0.08% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13,392 $678K 0.02% -2,257 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 13,279 $672K 0.01% -161 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 13,191 $667K 0.04% +809 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 13,130 $664K 0.16% +7,549 13F-HR Timeline Strategic Financial Concepts, LLC More: the full row for Strategic Financial Concepts, LLC 13,103 $663K 0.61% +3,679 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 13,060 $661K 0.24% +141 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 13,048 $660K 0.14% +3,182 13F-HR Timeline Sowa Financial Group, Inc. 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More: the full row for XY Planning Network, Inc. 12,426 $629K 0.11% new 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 12,377 $626K 0.18% -9,413 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 12,347 $625K 0.1% -1,345 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 12,304 $622K 0.17% -8,977 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 12,106 $612K 0.02% -200 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 12,000 $607K 0.46% 0 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 11,903 $602K 0.04% -13,726 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 11,883 $601K 0.03% +6,999 13F-HR Timeline One Degree Advisors Inc More: the full row for One Degree Advisors Inc 11,863 $600K 0.16% -109 13F-HR Timeline Janney Capital Management LLC More: the full row for Janney Capital Management LLC 11,850 $599K 0.04% +4,950 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11,822 $598K 0.49% +2,806 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 11,745 $594K 0.03% -3,983 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 11,738 $594K 0.11% -21,418 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 11,635 $591K 0.03% new 13F-HR Timeline Global Strategic Investment Solutions, … More: the full row for Global Strategic Investment Solutions, LLC 11,540 $584K 0.06% +76 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,470 $580K 0.02% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 11,459 $580K 0.06% +686 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 11,386 $578K 0.02% +3,550 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 11,370 $575K 0.14% +70 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 11,350 $574K 0.11% 0 13F-HR Timeline TRUE Private Wealth Advisors More: the full row for TRUE Private Wealth Advisors 11,303 $572K 0.06% new 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 11,248 $569K 3.66% 0 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 11,095 $561K 0.13% -1,000 13F-HR Timeline TOBIAS FINANCIAL ADVISORS, INC. More: the full row for TOBIAS FINANCIAL ADVISORS, INC. 11,088 $561K 0.08% +686 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 11,083 $561K 0.04% +2,425 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 11,060 $560K 0.03% +6,370 13F-HR Timeline B & T Capital Management DBA Alpha Capi… More: the full row for B & T Capital Management DBA Alpha Capital Management 11,000 $556K 0.08% -35,500 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,978 $555K 0.1% -2,530 13F-HR Timeline Redwood Family Wealth LLC More: the full row for Redwood Family Wealth LLC 10,920 $552K 0.55% 13F-HR Timeline WIREGRASS INVESTMENT MANAGEMENT LLC More: the full row for WIREGRASS INVESTMENT MANAGEMENT LLC 10,800 $546K 0.46% 13F-HR Timeline Fiduciary Trust Co in group Fiduciary Trust Co More: the full row for Fiduciary Trust Co 10,736 $543K 0.01% -10,039 13F-HR Timeline Group NICOLET BANKSHARES INC group of 2 filers holding More: the full row for NICOLET BANKSHARES INC 10,730 $543K +1,871 Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 10,639 $538K 0.08% -1,127 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 10,608 $537K 0.04% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 10,580 $535K 0.21% +5,600 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,550 $534K 0.19% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 10,505 $531K 0.07% +1,210 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,300 $521K 0.11% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 10,258 $519K 0.09% -1,193 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 10,160 $514K 0.11% 0 13F-HR Timeline Tortuga Wealth Management, Inc More: the full row for Tortuga Wealth Management, Inc 10,086 $510K 0.54% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10,081 $510K 0.28% +43 13F-HR Timeline Retireful, LLC More: the full row for Retireful, LLC 9,986 $507K 0.64% -56,188 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 9,862 $499K 0.23% -400 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 9,851 $498K 0.18% 0 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 9,788 $495K 0.01% 0 13F-HR Timeline Redwood Financial Network Corp More: the full row for Redwood Financial Network Corp 9,651 $488K 0.31% -1,406 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 9,602 $487K 0.07% -5,000 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,569 $484K 0.15% -723 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 9,545 $483K 0.04% -918 13F-HR Timeline Group URS Advisory LLC More: the full row for URS Advisory LLC 9,487 $480K 0.4% 13F-HR Timeline Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 9,468 $479K 0.11% 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 9,459 $479K 0.31% -21,390 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 9,409 $476K 0.11% 0 13F-HR Timeline LIFE LINE WEALTH MANAGEMENT LLC More: the full row for LIFE LINE WEALTH MANAGEMENT LLC 9,343 $473K 0.14% +101 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 9,300 $471K 0.03% +471 13F-HR Timeline FMA Wealth Management, LLC More: the full row for FMA Wealth Management, LLC 9,282 $470K 0.3% -7,950 13F-HR Timeline Bell Bank More: the full row for Bell Bank 9,259 $468K 0.02% -10,000 13F-HR Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 9,169 $464K 0.02% +1,960 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 9,093 $460K 0.07% +682 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,087 $460K 0.16% -1,212 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,077 $459K 0.19% +292 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 8,978 $456K 0.01% -7,489 13F-HR Timeline Golden Reserve Retirement LLC More: the full row for Golden Reserve Retirement LLC 9,006 $456K 0.08% new 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 8,921 $451K 0.22% -1,834 13F-HR Timeline Wellment Financial More: the full row for Wellment Financial 8,913 $451K 0.53% -502 13F-HR Timeline Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 8,848 $448K 0.13% -141,863 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 8,750 $443K <0.01% +3,250 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 8,748 $443K 0.06% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 8,565 $435K 0.02% +2,737 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8,585 $434K 0.02% +221 13F-HR Timeline Group Vestmark Advisory Solutions, Inc. More: the full row for Vestmark Advisory Solutions, Inc. 8,565 $433K 0.01% +2,737 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8,540 $432K 0.1% -4,031 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 8,521 $431K 0.03% -190 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,503 $430K 0.03% +150 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 8,463 $428K 0.13% -9,715 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 8,462 $428K 0.25% 0 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 8,424 $426K 0.02% -6,090 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 8,419 $426K 0.04% -1,693 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 8,409 $425K 0.43% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 8,400 $425K 0.04% +4,081 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 8,346 $422K 0.06% +2,518 13F-HR Timeline LARCH CAPITAL PARTNERS LLC More: the full row for LARCH CAPITAL PARTNERS LLC 8,262 $419K 0.06% 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 8,237 $417K 0.07% +1,639 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 8,220 $416K 0.41% 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 8,219 $416K <0.01% +2,113 13F-HR Timeline BNB Wealth Management, LLC More: the full row for BNB Wealth Management, LLC 8,193 $414K 0.27% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 8,103 $410K 0.03% +5,489 13F-HR Timeline Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 8,087 $409K 0.05% -600 13F-HR Timeline Ballast Financial Advisors LLC More: the full row for Ballast Financial Advisors LLC 8,070 $408K 0.42% 13F-HR Timeline Centerpoint Advisory Group More: the full row for Centerpoint Advisory Group 8,010 $405K 0.31% -459 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 8,008 $405K 0.01% +1,298 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 7,893 $400K 0.03% +3,591 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 7,897 $399K 0.1% +243 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 7,846 $397K 0.1% +2,921 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,719 $390K 0.11% -2,888 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 7,658 $387K 0.02% -648 13F-HR Timeline Platt Wealth Management LLC More: the full row for Platt Wealth Management LLC 7,637 $386K 0.38% 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 7,626 $386K <0.01% -7,071 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 7,622 $386K 0.01% +78 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,523 $381K 0.02% +39 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 7,492 $379K 0.29% -192 13F-HR Timeline Pathstone Holdings, LLC in group Pathstone Holdings, LLC More: the full row for Pathstone Holdings, LLC 7,490 $379K <0.01% -1,182 13F-HR Timeline Group WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 7,481 $378K 0.11% +550 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 7,432 $377K 0.36% 13F-HR Timeline Palatine Hill Wealth Management, LLC More: the full row for Palatine Hill Wealth Management, LLC 7,452 $377K 0.3% 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 7,450 $377K 0.12% -9 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 7,403 $375K 0.01% -4,900 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 7,397 $374K 0.02% +11 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 7,386 $374K 0.02% +42 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 7,299 $371K 0.03% -1,128 13F-HR Timeline MASTER'S WEALTH MANAGEMENT INC. More: the full row for MASTER'S WEALTH MANAGEMENT INC. 7,312 $370K 0.13% +1,687 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 7,286 $369K 0.05% +2,576 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 7,276 $368K 0.22% -500 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 7,274 $368K <0.01% -1,649 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 7,268 $368K 0.11% -1,649 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 7,190 $365K 0.36% 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 7,142 $361K 0.02% -10,932 13F-HR Timeline Granite Group Advisors, LLC More: the full row for Granite Group Advisors, LLC 7,097 $359K 0.2% new 13F-HR Timeline Mendel Money Management More: the full row for Mendel Money Management 7,084 $358K 0.15% -276 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 7,003 $354K 0.07% -201 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 6,999 $354K 0.1% +576 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 6,920 $350K 0.12% 13F-HR Timeline ACT Advisors, LLC. More: the full row for ACT Advisors, LLC. 6,878 $348K 0.14% -27,359 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,846 $346K 0.14% -2,972 13F-HR Timeline Cedarwood Wealth LLC More: the full row for Cedarwood Wealth LLC 6,757 $343K 0.38% 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 6,753 $342K 0.07% -752 13F-HR Timeline RCW Management, LLC More: the full row for RCW Management, LLC 6,745 $341K 0.34% 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,678 $339K 0.11% +38 13F-HR Timeline Group CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 6,689 $338K 0.05% -745 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 6,684 $338K 0.17% 0 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 6,681 $338K 0.13% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6,670 $337K 0.02% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 6,610 $334K 0.21% -1,424 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 6,477 $328K 0.11% -137 13F-HR Timeline New Capital Management LP More: the full row for New Capital Management LP 6,456 $327K 0.08% -91,110 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 6,453 $326K 0.05% -4,600 13F-HR Timeline Ironvine Capital Partners, LLC More: the full row for Ironvine Capital Partners, LLC 6,441 $326K 0.03% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 6,316 $320K 0.09% +35 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 6,311 $319K 0.09% -1,632 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 6,259 $317K 0.09% -512 13F-HR Timeline Diversified Portfolios, Inc. More: the full row for Diversified Portfolios, Inc. 6,250 $316K 0.03% -2,547 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 6,236 $315K 0.11% 0 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 6,225 $315K 0.03% +514 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,060 $307K 0.04% -260 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 6,022 $305K <0.01% -2,728 13F-HR Timeline Group Gemmer Asset Management LLC More: the full row for Gemmer Asset Management LLC 6,000 $304K 0.02% 0 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 5,971 $303K 0.01% 0 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 5,990 $303K 0.04% -20 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 5,944 $301K 0.14% 0 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 5,907 $299K 0.54% +3 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 5,866 $297K 0.04% -885 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 5,848 $296K 0.11% 0 13F-HR Timeline BostonPremier Wealth LLC More: the full row for BostonPremier Wealth LLC 5,814 $294K 0.15% -1,040 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 5,750 $291K 0.04% -3,925 13F-HR Timeline Trust Co More: the full row for Trust Co 5,746 $291K 0.03% +990 13F-HR Timeline Tempus Wealth Planning, LLC More: the full row for Tempus Wealth Planning, LLC 5,673 $287K 0.07% +1,559 13F-HR Timeline EVOLVE PRIVATE WEALTH, LLC More: the full row for EVOLVE PRIVATE WEALTH, LLC 5,638 $286K 0.02% 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 5,599 $283K 0.06% -100 13F-HR Timeline Milestone Asset Management Group, LLC More: the full row for Milestone Asset Management Group, LLC 5,592 $283K 0.16% +331 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 5,554 $281K 0.03% 0 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 5,542 $280K 0.09% new 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 5,525 $280K 0.02% new 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 5,495 $278K 0.26% 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 5,478 $277K 0.01% -6,097 13F-HR Timeline InTrack Investment Management Inc More: the full row for InTrack Investment Management Inc 5,459 $276K 0.15% -75 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 5,457 $276K 0.06% 13F-HR Timeline Oak Barrel Wealth Advisory LLC More: the full row for Oak Barrel Wealth Advisory LLC 5,441 $275K 0.16% 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 5,437 $275K 0.08% 0 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 5,409 $274K 0.02% +94 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 5,384 $272K 0.06% new 13F-HR Timeline CWC Advisors, LLC. More: the full row for CWC Advisors, LLC. 5,368 $272K 0.13% -4 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 5,325 $270K 0.13% +90 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 5,317 $269K 0.01% new 13F-HR Timeline MOLLER WEALTH PARTNERS More: the full row for MOLLER WEALTH PARTNERS 5,306 $268K 0.06% -529 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 5,298 $268K <0.01% +398 13F-HR Timeline Group Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,278 $267K 0.05% new 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 5,253 $266K <0.01% -1,523 13F-HR Timeline Group Daviman Financial, LLC More: the full row for Daviman Financial, LLC 5,209 $264K 0.15% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. 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